Garrett Wealth Advisory Group’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Buy	18,540 +2,880	+18%	+$354K	0.41%	26
2025 Q4	$1.74M	Hold	15,660	–	–	0.33%	26
2025 Q3	$1.61M	Buy	15,660 +8	+0.1%	+$796	0.31%	29
2025 Q2	$1.53M	Buy	15,652 +1,141	+8%	+$109K	0.32%	27
2025 Q1	$1.27M	Buy	14,511 +720	+5%	+$67.5K	0.28%	28
2024 Q4	$1.25M	Buy	13,791 +2,740	+25%	+$238K	0.28%	27
2024 Q3	$892K	Buy	11,051 +759	+7%	+$55.7K	0.22%	34
2024 Q2	$697K	Buy	10,292 +3,472	+51%	+$219K	0.26%	37
2024 Q1	$410K	Buy	6,820 +88	+1%	+$5.04K	0.17%	41
2023 Q4	$354K	Sell	6,732 -150	-2%	-$7.94K	0.15%	42
2023 Q3	$367K	Buy	+6,882	New	+$366K	0.17%	37
2019 Q4	–	Sell	-2,937	Closed	-$116K	–	639
2019 Q3	$116K	Buy	+2,937	New	+$111K	0.08%	76